Program Level: Beginner for Report Functionality & Advanced for Modifying Reports

This session introduces Microsoft SQL Server Reporting Services (SSRS) reports and their implementation in Kinetic. Microsoft SSRS is a server-based reporting platform that provides comprehensive reporting functionality to generate reports from SQL Server databases. Microsoft SSRS is provided with Kinetic, and is used to create standard forms and reports such as Purchase Orders, Statements, etc. To create custom reports, we use Microsoft SQL Server Report Builder. We will also use SSRS to explore integrating images into your Epicor SSRS Reports, using various approaches, such as simple embedded images, database images, and external images. We will also demonstrate how to incorporate visual indicators to represent critical data trends or statuses, and cover how to generate and embed QR codes dynamically in your reports. By the end of this course, you will be able to create visually engaging and highly functional SSRS reports tailored to your organization's needs

Cost:There is an additional $350 fee to attend this session.

Objectives Report Functionality:

• Embed images that are included in standard reports without the need for editing the SSRS reports
• Use the new Cloud friendly ‘Generate for Design’ feature to edit SSRS reports without a local download
• Use the SSRS Report Builder to edit standard Epicor SSRS reports and custom SSRS reports
• Add custom SSRS reports to the Kinetic menu and display them during runtime
• Create new SSRS reports using BAQs as the data source
• Add custom BAQ reports to the Kinetic menu and display them during runtime
• Identify the types of images available in SSRS

Objectives Modifying Production Reports with Indicators and QR Codes

• Integrate the proper image type in accordance with your user and business requirements
• Understand the pros and cons of each method
• Understand the table structure associated with image storage
• Understand how Epicor stores and accesses Database Imported Images
• Explore techniques to incorporate indicators to represent data trends or statuses in SSRS reports
• Generate and embed QR codes dynamically in SSRS reports to enhance interactivity / accessibility

Audience: System Administrators, IT/Technical Staff, Report Writers, Business Analysts, Advanced: Database Administrators (DBAs), SQL Developers, Report Developers

Prerequisites: Understanding of the Kinetic interface, Knowledge of report authoring programs, Knowledge of relational database concepts such as table relationships, records, and field types, Understanding of Business Activity Query (BAQ) functionality

Advanced Section: Programming: Basic programming and advanced SQL, Relational Database

Concepts: Table structure, datatypes, schemas, views, and table relationships